Overview

Follow this guide to learn how to create SMS action flows in Yotpo!

What Are Flows?

Flows in Yotpo SMS & Email are designed to automate a sequence of actions based on different triggers throughout the sales funnel. This feature streamlines the setup of automated text messages, enhancing your marketing campaigns with tailored communications.

You can either create a new flow from scratch or activate one of Yotpo’s predefined flow templates to optimize your efforts quickly.

Elevar Events and Properties:

When setting up Yotpo as a server-side destination, several Elevar events are tracked. Below is a list of the events and their corresponding properties that are sent:

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Perfer to watch a video?

Follow this video to learn how to set up Yotpo as a server-side destination and how to create flows!

How to Set Up An SMS Action Flow in Yotpo:

Create Flow From Scratch:

• Begin on your Yotpo homepage and use the left-hand navigation menu to click on the "Flows" tab. An additional drop-down menu will appear, click on the "My Flows" tab.
• Once on the flows page of your Yotpo account, locate and click on the "Create flow" button in the upper right-hand corner of the page.
  • (See Figure 1)

_Figure 1_

Select Trigger:

• After clicking on the "Create flow" button, you will be brought to a new page.
  • Navigate to the section of the page titled "Trigger" and click on the "Choose Trigger" button.
  • Use the search function to locate Elevar triggers, and select the relevant flow trigger based on the event you are looking for.
    • (See Figure 2)

_Figure 2_

• Once you have selected the trigger, navigate to the section of the page titled "Default Trigger Options".
  • Use the drop-down menu titled "Choose Trigger" and select the "Not been a part of the flow in the past days" tab. Then, use the text box titled "Choose number of days" and enter "14".
  • Use the drop-down menu titled "Choose Trigger" and select the "Not been a part of another flow with a different flow trigger in the past days". Then, use the text box titled "Choose number of days" and enter "14".
    • (See Figure 3)

_Figure 3_

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New Yotpo Feature: Exclude Users from Multiple Flows

Yotpo’s latest update includes an option for flow triggers: exclude users who haven’t been part of another flow with a different trigger in the past X days. This feature helps you avoid overwhelming customers with redundant messages and improves the overall flow experience.

How It Works: In the "Default Trigger Options" section, you now have several ways to control flow entry frequency, including:

• Max flow entries per customer: Limit how often a customer can enter the flow.
• Not been a part of the flow in the past X days: Set a re-entry window for the same flow.
• Not been a part of another flow in the past X days: Exclude users who have participated in other flows, based on different triggers, within a set timeframe (e.g., 14 days).

Why It Matters: This option ensures you don’t overwhelm customers with too many messages across different flows, helping you create a more personalized and efficient marketing strategy. It’s an optional, but valuable tool for you to streamline your campaigns.

For more details, read the the "Selecting a Trigger" section in this Yotpo guide!

Add Condition:

• After selecting a trigger, you will need to add a condition to the flow. Navigate to the flow and click on the "Add Step" button. Then locate and click on the "Condition" button.
• Navigate to the section of the page titled "Select Condition", then locate the box titled "If".
  • Use the drop-down menu titled "Select Condition" and select the "Shopper has added to cart after flow started" tab. Then, use the drop-down menu titled "Time Period" and select the "Is false" tab.
  • Click on the "+ OR" button. Use the drop-down menu titled "Select Condition" and select the "Started a checkout after flow started" tab. Then, use the drop-down menu titled "Time Period" and select the "Is false" tab.
  • Click on the "+ OR" button. Use the drop-down menu titled "Select Condition" and select the "Customer made an order after flow started" tab. Then, use the drop-down menu titled "Time Period" and select the "Is false" tab.
    • (See Figure 4)

_Figure 4_

• After adding the first condition step, you will need to add a second condition step. Navigate to the flow and click on the "Add Step" button. Then locate and click on the "Condition" button.
• Navigate to the section of the page titled "Select Condition", then locate the box titled "If".
  • Use the drop-down menu titled "Select Condition" and select the "is an SMS subscriber" tab. Then, use the drop-down menu titled "Time Period" and select the "Is true" tab.
    • (See Figure 5)

_Figure 5_

Add Delay:

• After selecting a trigger, you will need to add a delay to the flow.
  • Navigate to the flow and click on the "Add Step" button. Then locate and click on the "Delay" button.
  • Navigate to the section of the page titled "Setup Delay" and use the drop-down menu to select the "Hour/s" button.
  • Navigate to the section of the page titled "Delay" and use the text box to enter the value "1".
    • (See Figure 6)

_Figure 6_

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Importance of Adding a Delay: Avoiding Event Duplication

Although it’s possible for the same user to generate two identical events, one from Elevar’s server-side integration and one from Yotpo’s client-side tags, the delay ensures that Yotpo only processes the event once.

As long as you include the delay as outlined in the guide, you don’t need to worry about sending duplicate data. This step helps streamline your flows and ensures that your email campaigns are triggered correctly without redundancy!

Select Action:

• After adding a delay, you will need to select an action for the flow.
  • Navigate to the section of the page titled "Action" and click on the "Choose action" button.
  • Locate and click on the "SMS/MMS Message" button. This means an SMS/MMS Message will be sent as an outcome once the trigger ( e.g., add to cart Elevar) is sent from Elevar based on conditions and delays set up in the flow.
    • (See Figure 7)

_Figure 7_

Configure Text:

• After selecting the trigger and action of the flow, you will need to configure the text of the SMS message.
  • Navigate to the section of the page titled "Text Message" and use the text box to enter your desired message.
  • Ensure that you are using the Shortcodes feature located below the text box. In place of the Shortcodes you select, the customer, order, and tracking data will be auto-populated with relevant information.
    • (See Figure 8)

_Figure 8_

Name Flow and Save:

• After you have entered all of the required information for creating a new flow in Yotpo, locate the text box above your flow and enter a name. Once you have named the new flow, click on the "Save" button next to the text box.
• Once you have named the new flow, locate and click on the "Save" button located in the upper right-hand corner of the page.
  • (See Figure 9)

_Figure 9_